HCIA

Hochman Cole Investment Advisors Portfolio holdings

AUM $255M
1-Year Est. Return 23.26%
This Quarter Est. Return
1 Year Est. Return
+23.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$232M
AUM Growth
+$29.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$1.95M
2
+$1.85M
3
+$1.64M
4
PFM icon
Invesco Dividend Achievers ETF
PFM
+$1.33M
5
GLD icon
SPDR Gold Trust
GLD
+$1.11M

Top Sells

1
+$1.43M
2
+$1.02M
3
+$921K
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$755K
5
FXL icon
First Trust Technology AlphaDEX Fund
FXL
+$700K

Sector Composition

1 Healthcare 3.21%
2 Technology 2.71%
3 Communication Services 1.78%
4 Financials 0.78%
5 Consumer Discretionary 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$486K 0.21%
14,484
+300
77
$463K 0.2%
13,515
-1,258
78
$457K 0.2%
12,610
+5,685
79
$456K 0.2%
1,705
-237
80
$421K 0.18%
1,885
81
$416K 0.18%
23,104
-12,248
82
$410K 0.18%
1,160
+85
83
$409K 0.18%
4,609
84
$396K 0.17%
26,100
+90
85
$383K 0.16%
7,413
86
$378K 0.16%
7,319
-163
87
$363K 0.16%
5,854
-123
88
$339K 0.15%
1,592
89
$324K 0.14%
3,760
90
$318K 0.14%
+7,713
91
$316K 0.14%
13,902
-3,384
92
$301K 0.13%
9,477
+12
93
$290K 0.12%
+1,246
94
$288K 0.12%
940
-59
95
$287K 0.12%
10,241
+49
96
$287K 0.12%
17,766
-20,755
97
$286K 0.12%
1,467
-195
98
$279K 0.12%
10,660
-1,570
99
$273K 0.12%
13,518
-38
100
$270K 0.12%
720
2 3
4
5 6